Go to Jeff Salisbury LWGate Home Page.From: "Tom Worley" <stkguru@bellsouth.net>
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Date: Thu, 16 May 2002 09:38:10 -0400
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MessageThe chapter in HTMMIS on "S" is titled "S =3D Supply and Demand: =
Small Capitalization plus Volume Demand" - that says it all
- ----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Thursday, May 16, 2002 9:29 AM
Subject: RE: TOO (was:[CANSLIM] WebLinks)
Can't tell you how many stocks I've passed on with over 50% =
institutional. =20
Care to elaborate on your comment about S?
Thanks
Duke
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Tom Worley
Sent: Wednesday, May 15, 2002 11:03 PM
To: canslim@lists.xmission.com
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Duke, not that many years ago, WON's exhortations to pick stocks with =
a few (but not many) institutional investors already holding it was the =
gospel. But that seems to have gone out the window along with the rules =
on "S"
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, May 15, 2002 11:00 PM
Subject: RE: TOO (was:[CANSLIM] WebLinks)
Thanks, Katherine,
I just am guilty of interpreting WON too tightly, sometimes. His =
whole point (I thought) seems to be you got to get in before they do, =
lest you be subject to their whims, blah, blah...
Duke
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Wednesday, May 15, 2002 3:41 PM
To: canslim@lists.xmission.com
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Hi Duke,
I see plenty of stocks doing well and/or setting up good bases that =
have lower institutional sponsorship. Unless the % is extraordinarily =
high, it doesn't bother me all that much. Afterall, CANSLIM is about =
riding on the coat tails of the big money, so no institutional money, no =
coat tails!
Katherine
----- Original Message -----=20
From: Duke Miller=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, May 15, 2002 7:19 AM
Subject: RE: TOO (was:[CANSLIM] WebLinks)
So, Katherine,
What's your take on the institutional domination of a lot of the =
better looking stocks (at least for now). Could it be these are in the =
limelight because it's the only place the institutions have been =
venturing into?
Duke
-----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Katherine Malm
Sent: Wednesday, May 15, 2002 2:03 AM
To: canslim@lists.xmission.com
Subject: Re: TOO (was:[CANSLIM] WebLinks)
Hi Tom,
I'm not surprised by the low management ownership, as it's =
common when a stock is a spin-off. (This, from LTD in Aug '99). While I =
know you much prefer companies still in the entrepreneurial stage with =
high mgmt ownership, spin-offs have a history of doing very well in most =
cases. Freedom from the mother-ship allows the new company to focus on =
their specific product/marketing niche. TOO seems pretty savvy at =
attacking the pre-teen girl niche. They have few competitors that serve =
the market as comprehensively.
I don't remember exactly when, but TOO was added to the S&P =
Small Cap 600 recently. I remember at the time that there was a big =
runup in price in anticipation. Once it was officially added, the price =
took a hike South. The addition to the index may explain the fairly high =
institutional ownership.
Katherine
PS...Darn...was hoping the weblink was gone for good!! :)) I =
really HATE all those eyeballs....
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<DIV><FONT face=3DArial>The chapter in HTMMIS on "S" is titled "S =3D =
Supply and=20
Demand: Small Capitalization plus Volume Demand" - that says it =
all</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Ddukemill@tampabay.rr.com =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
Miller</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Thursday, May 16, 2002 9:29 AM</DIV>
<DIV><B>Subject:</B> RE: TOO (was:[CANSLIM] WebLinks)</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT face=3DArial>Can't tell you =
how many=20
stocks I've passed on with over 50% institutional. =
</FONT></SPAN></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D233102713-16052002><FONT face=3DArial>Care to =
elaborate on your=20
comment about S?</FONT></SPAN></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial>Thanks</FONT></SPAN></DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D233102713-16052002><FONT =
face=3DArial>Duke</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B> <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of </B>Tom=20
Worley<BR><B>Sent:</B> Wednesday, May 15, 2002 11:03 PM<BR><B>To:</B> =
<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR><B>Subject:</B>=20
Re: TOO (was:[CANSLIM] WebLinks)<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial>Duke, not that many years ago, WON's =
exhortations to=20
pick stocks with a few (but not many) institutional investors already =
holding=20
it was the gospel. But that seems to have gone out the window along =
with the=20
rules on "S"</FONT></DIV>
<DIV> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Ddukemill@tampabay.rr.com =
href=3D"mailto:dukemill@tampabay.rr.com">Duke=20
Miller</A> </DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Wednesday, May 15, 2002 11:00 PM</DIV>
<DIV><B>Subject:</B> RE: TOO (was:[CANSLIM] WebLinks)</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D295595802-16052002><FONT face=3DArial>Thanks,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D295595802-16052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D295595802-16052002><FONT face=3DArial>I just am =
guilty of=20
interpreting WON too tightly, sometimes. His whole point (I =
thought)=20
seems to be you got to get in before they do, lest you be subject to =
their=20
whims, blah, blah...</FONT></SPAN></DIV>
<DIV><SPAN class=3D295595802-16052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D295595802-16052002><FONT =
face=3DArial>Duke</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B> <A =
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of =
</B>Katherine=20
Malm<BR><B>Sent:</B> Wednesday, May 15, 2002 3:41 PM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: TOO (was:[CANSLIM] =
WebLinks)<BR><BR></FONT></DIV>
<DIV>Hi Duke,</DIV>
<DIV> </DIV>
<DIV>I see plenty of stocks doing well and/or setting up good bases =
that=20
have lower institutional sponsorship. Unless the % is =
extraordinarily high,=20
it doesn't bother me all that much. Afterall, CANSLIM is about =
riding on the=20
coat tails of the big money, so no institutional money, no coat =
tails!</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- =
</DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Ddukemill@tampabay.rr.com=20
href=3D"mailto:dukemill@tampabay.rr.com">Duke Miller</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, May 15, =
2002 7:19=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: TOO =
(was:[CANSLIM]=20
WebLinks)</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT face=3DArial>So,=20
Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D124171812-15052002><FONT face=3DArial>What's =
your take on=20
the institutional domination of a lot of the better looking stocks =
(at=20
least for now). Could it be these are in the limelight =
because it's=20
the only place the institutions have been venturing=20
into?</FONT></SPAN></DIV>
<DIV><SPAN class=3D124171812-15052002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D124171812-15052002><FONT=20
face=3DArial>Duke</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original =
Message-----<BR><B>From:</B> <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com] <B>On Behalf Of =
</B>Katherine=20
Malm<BR><B>Sent:</B> Wednesday, May 15, 2002 2:03 =
AM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: TOO =
(was:[CANSLIM]=20
WebLinks)<BR><BR></FONT></DIV>
<DIV>Hi Tom,</DIV>
<DIV> </DIV>
<DIV>I'm not surprised by the low management ownership, =
as it's=20
common when a stock is a spin-off. (This, from LTD in Aug =
'99).=20
While I know you much prefer companies still in the =
entrepreneurial=20
stage with high mgmt ownership, spin-offs have a history of =
doing very=20
well in most cases. Freedom from the mother-ship allows the new =
company=20
to focus on their specific product/marketing niche. TOO seems =
pretty=20
savvy at attacking the pre-teen girl niche. They have few =
competitors=20
that serve the market as comprehensively.</DIV>
<DIV> </DIV>
<DIV>I don't remember exactly when, but TOO was added to the =
S&P=20
Small Cap 600 recently. I remember at the time that there was a =
big=20
runup in price in anticipation. Once it was officially added, =
the price=20
took a hike South. The addition to the index may explain the =
fairly high=20
institutional ownership.</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<DIV> </DIV>
<DIV>PS...Darn...was hoping the weblink was gone for good!! :)) =
I really=20
HATE all those eyeballs....</DIV>
=
<DIV> </DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BO=
DY></HTML>
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